The $ Coach, LLC provides ongoing portfolio management services based on individual client goals and risk tolerance. They create investment policy statements to guide portfolio selection. Financial planning services include investment planning, insurance, tax, retirement, college, and debt/credit planning. The $ Coach generally limits its investment advice to mutual funds, equities, bonds, fixed income, debt securities, ETFs, real estate, hedge funds, REITs, insurance products including annuities, and government securities.
Assets Under Management$180K
Clients4
Advisors1
Avg. per Client$45K
Avg. per Advisor$180K
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10K | 12.00% |
| $10K+ | 1.50% |
Fees are negotiable depending on the client's needs and the complexity of the situation. The fee for accounts between $1 and $10,000 is up to $30/quarter.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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